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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| FL | RA | APPROVED | 2025-08-18 |
| VA | RA | APPROVED | 2025-08-13 |
Branch Locations
8605 Westwood Center Drive Suite 505, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 08/2025 | Present |
| Country Whip Inc | Acushnet | MA | 06/2019 | 05/2021 |
| Cisco Kitchen And Bar | New Bedford | MA | 06/2021 | 07/2025 |
| Lloyd's Market | Rochester | MA | 06/2021 | 09/2021 |
| Dunkin Donuts | New Bedford | MA | 06/2021 | 08/2021 |
| Urban Outfitters | Northampton | MA | 09/2023 | 04/2025 |
| Unemployed | Acushnet | MA | 01/2015 | 06/2019 |
| Trinity Wealth Securities, Llc | Vienna | VA | 12/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Insurance. Position: Independent Contractor. 08/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities, LLC. Investment Related. 8605 Westwood Center Drive, Suite 505, Vienna VA 22182. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-05 |
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